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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: tcmay who wrote (164414)4/22/2002 2:00:28 AM
From: wanna_bmw  Read Replies (1) of 186894
 
Tim, Re: "Whether these companies should be going it alone on a building block, or letting Intel do the manufacturing, is debatable. But the notion that any of these companies is going to be building fault-tolerant, transaction-oriented, robust systems on a Clawhammer is just plain silly."

I agree with the Clawhammer and silly part, but if Compaq and HP decide not to use Itanium, then what's left? I would expect the two companies by now to have a great deal of infrastructure invested in Itanium, and if the merger goes through, that's even more of a reason why the two might combine their Itanium efforts to really make a killing with it in the "enterprise" market (or whatever you prefer to call it).

wbmw
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